earnings
confidence high
sentiment positive
materiality 0.70
Lamar Q1 net revenue up 4.5% to $528M; AFFO per share $1.72 (+7.5%)
LAMAR ADVERTISING CO/NEW
2026-Q1 EPS reported
$1.00
revenue$528,004,000
- Net revenues $528.0M (+4.5% YoY); net income $101.8M (-26.9% due to prior-year $67.7M Vistar gain).
- Adjusted EBITDA $226.3M (+7.7%); free cash flow $152.4M (+25.8%).
- Diluted AFFO per share $1.72 vs $1.60 (+7.5%); CEO says results beat internal forecasts.
- Total liquidity $701.5M at March 31; $80M drawn on revolver, $242.1M on AR securitization.